WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HSBC ELSS Tax saver Fund compare

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Invest Now

HSBC ELSS Tax saver Fund - Regular Growth

Invest Now

Overview

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
Fund	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹293 Cr	₹4253 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	14 Oct 2022	27 Feb 2006
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	0.0%	70%
Expense Ratio	2.33	1.89
Manager	Piyush Baranwal	Gautam Bhupal
ISIN Code	INF03VN01647	INF677K01064
Exits Load	Data not available./365	Data not available./365

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Month	-5.41%	-6.72%
6 Month	1.35%	-1.52%
1 Year	20.01%	21.47%
3 Year	-	15.56%
5 Year	-	17.27%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	-	-
1 Year	13.13%	10.44%
3 Year	-	23.28%
5 Year	-	21.53%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	40.12%	13.57%
3 Year	-	14.07%
5 Year	-	13.1%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	4.98%	12.97%
Sharp	-	1.02%
Beta	-	0.93%
Alpha	-	1.15%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
Name	Piyush Baranwal	Gautam Bhupal
Total AUM	₹5379 Cr	₹25949 Cr
Fund Manage	9	13
	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	3.76	1.69
Small Cap	35.91	28.06
Large Cap	43.84	49.86
Mid Cap	16.49	20.39

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	3.76	1.69
Realty	0.75	2.26
Petroleum Products	1.48	2.86
IT - Software	6.8	8.94
Pharmaceuticals & Biotechnology	5.9	3.23
Construction	2.41	4.35
Retailing	6.72	4.92
Finance	7.16	6.22
Electrical Equipment	4.98	10.34
Agricultural Food & other Products	0.09	1.34
Non - Ferrous Metals	0.38	-
Banks	13.61	14.31
Healthcare Services	2.04	2.27
Chemicals & Petrochemicals	1.79	1.6
Transport Services	1.21	-
Cement & Cement Products	0.92	0.72
Ferrous Metals	0.85	1.94
Consumer Durables	3.57	5.08
Leisure Services	1.14	2.26
Personal Products	1.62	0.88
Food Products	2.15	1.12
Industrial Products	4.23	2.69
Automobiles	2.09	2.81
Insurance	2.17	-
Beverages	0.73	-
Healthcare Equipment & Supplies	1.43	-
IT - Services	1.37	-
Aerospace & Defense	1.05	2.3
Oil	0.86	1.05
Textiles & Apparels	0.6	1.09
Auto Components	1.9	3.58
Capital Markets	9.03	2.32
Commercial Services & Supplies	0.66	-
Telecom - Services	2.31	1.77
Financial Technology (Fintech)	0.64	-
Diversified FMCG	0.28	-
Household Products	1.03	0.47
Entertainment	0.29	-
Agricultural, Commercial & Construction Vehicles	-	0.61
Power	-	2.47
Gas	-	0.92
Industrial Manufacturing	-	1.59